Joe and Lindsay explore the Total Return quadrant of the RISA framework, emphasizing the importance of understanding retirement income styles. They discuss the Total Return strategy, which focuses on maintaining a diversified portfolio of stocks and bonds, enabling retirees to rely on market growth for sustainable income. We highlight key characteristics of Total Return investors, along with the strategy's pros and cons, providing actionable insights for listeners to assess their retirement planning approaches. Read the full show notes and find more information here: <a href= "https://www.retirementplanningsimplified.ca/blog">EP 111 Show Notes</a>

Joe and Lindsay explore the Total Return quadrant of the RISA framework, emphasizing the importance of understanding retirement income styles. They discuss the Total Return strategy, which focuses on maintaining a diversified portfolio of stocks and bonds, enabling retirees to rely on market growth for sustainable income. We highlight key characteristics of Total Return investors, along with the strategy's pros and cons, providing actionable insights for listeners to assess their retirement planning approaches. Read the full show notes and find more information here: EP 111 Show Notes

Joe and Lindsay explore the Total Return quadrant of the RISA framework, emphasizing the importance of understanding retirement income styles. They discuss the Total Return strategy, which focuses on maintaining a diversified portfolio of stocks and bonds, enabling retirees to rely on market growth for sustainable income. We highlight key characteristics of Total Return investors, along with the strategy's pros and cons, providing actionable insights for listeners to assess their retirement planning approaches. Read the full show notes and find more information here: <a href="https://www.retirementplanningsimplified.ca/blog" rel="noopener noreferrer">EP 111 Show Notes</a>

Ep # 111 – Flexibility or Security? Weighing the Pros and Cons of a Total Return Retirement

Welcome to the Retirement Planning Simplified Podcast.
Join Joseph Curry, CFP Professional and retirement planning specialist, to learn how to simplify your retirement planning. If you're approaching retirement or have already entered your early retirement years, this podcast is designed to help you answer your big retirement questions like... Can I afford to retire? How do I create a paycheck in retirement? How do I pay less tax in retirement? And even big questions about life after work.

Through Retirement Planning education, resources, and expert interviews, Joseph will help you get clear on your vision for retirement including what that looks like for you, how to simplify it, and what you will need specifically to achieve or maintain financial freedom, live out your dreams and create future opportunities for the ones you love.

You can find more information, tools, and resources for your Retirement Planning at https://retirementplanningsimplified.ca.

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Welcome to the Retirement Planning Simplified Podcast. Join Joseph Curry, CFP Professional and retirement planning specialist, to learn how to simplify your retirement planning. If you're approaching retirement or have already entered your early retirement years, this podcast is designed to help you answer your big retirement questions like... Can I afford to retire? How do I create a paycheck in retirement? How do I pay less tax in retirement? And even big questions about life after work. Through Retirement Planning education, resources, and expert interviews, Joseph will help you get clear on your vision for retirement including what that looks like for you, how to simplify it, and what you will need specifically to achieve or maintain financial freedom, live out your dreams and create future opportunities for the ones you love. You can find more information, tools, and resources for your Retirement Planning at https://retirementplanningsimplified.ca.

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Ep # 111 – Flexibility or Security? Weighing the Pros and Cons of a Total Return Retirement

Ep # 111 – Flexibility or Security? Weighing the Pros and Cons of a Total Return Retirement

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